Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

APPLIED MATERIALS INC · common stock · Q1 2026 · 34 members disclosed AMAT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,438 holders are listed, largest first: 2,438
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $192B
holders whose share count rose or who opened the position (new + add), by shares: 1,155
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 124

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of AMAT ranked by reported value, 1–25 of 2,438 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$27.0B	78,974,833	+3,715,744	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$17.6B	51,577,799	—	NO PRIOR
3	STATE STREET CORP	$12.8B	37,506,950	−423,673	TRIM
4	Capital Research Global Investors	$10.1B	29,455,424	−3,251,625	TRIM
5	GEODE CAPITAL MANAGEMENT, LLC	$7.5B	21,921,798	+3,313,100	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.9B	17,261,696	—	NO PRIOR
7	MORGAN STANLEY	$4.0B	11,843,881	+373,046	ADD
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$3.4B	9,997,208	−691,024	TRIM
9	Invesco Ltd.	$3.3B	9,709,613	+1,723,600	ADD
10	AMERIPRISE FINANCIAL INC	$3.1B	8,942,024	−1,351,228	TRIM
11	NORTHERN TRUST CORP	$3.0B	8,788,352	−209,575	TRIM
12	Bank of New York Mellon Corp	$2.9B	8,599,639	−346,201	TRIM
13	Amundi	$2.2B	6,561,331	+312,789	ADD
14	DEUTSCHE BANK AG\	$2.2B	6,494,721	+70,248	ADD
15	Legal & General Group Plc	$2.2B	6,411,792	+39,373	ADD
16	FMR LLC	$2.2B	6,397,824	+1,563,235	ADD
17	Sanders Capital, LLC	$2.1B	6,175,172	−2,660,789	TRIM
18	Nuveen, LLC	$2.1B	6,000,931	−1,673,493	TRIM
19	BANK OF AMERICA CORP /DE/	$1.8B	5,385,603	−1,483,627	TRIM
20	COATUE MANAGEMENT LLC	$1.8B	5,248,202	−736,130	TRIM
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.7B	4,937,561	+55,352	ADD
22	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.6B	4,547,975	+493,705	ADD
23	VANGUARD FIDUCIARY TRUST CO	$1.5B	4,499,310	—	NO PRIOR
24	BARCLAYS PLC	$1.5B	4,339,735	−712,592	TRIM
25	ALLIANCEBERNSTEIN L.P.	$1.4B	5,466,276	−955,909	TRIM

Show the top 500 of 2,438 holders

13F holders of AMAT ranked by reported value, 26–500 of 2,438 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	AMERICAN CENTURY COMPANIES INC	$1.2B	3,543,844	−84,753	TRIM
27	UBS Group AG	$1.1B	3,215,855	−200,661	TRIM
28	FRANKLIN RESOURCES INC	$1.0B	3,004,192	−176,691	TRIM
29	PARNASSUS INVESTMENTS, LLC	$1.0B	2,982,230	−244,915	TRIM
30	DIMENSIONAL FUND ADVISORS LP	$974M	2,852,647	−57,101	TRIM
31	Swedbank AB	$970M	2,837,124	−126,794	TRIM
32	Pictet Asset Management Holding SA	$958M	2,802,843	−43,957	TRIM
33	Boston Partners	$934M	2,728,418	−45,905	TRIM
34	FIRST TRUST ADVISORS LP	$885M	2,589,257	−426,201	TRIM
35	CITIGROUP INC	$849M	2,483,296	+329,448	ADD
36	Swiss National Bank	$795M	2,327,100	+144,100	ADD
37	ROYAL BANK OF CANADA	$778M	2,276,567	−517,982	TRIM
38	Capital International Investors	$772M	2,259,191	−1,514,932	TRIM
39	HSBC HOLDINGS PLC	$763M	2,239,018	−2,650,372	TRIM
40	CANADA PENSION PLAN INVESTMENT BOARD	$720M	2,105,121	+232,473	ADD
41	NORDEA INVESTMENT MANAGEMENT AB	$675M	2,043,289	−198,726	TRIM
42	National Pension Service	$667M	1,952,288	+1,952,288	NEW
43	Mitsubishi UFJ Asset Management Co., Ltd.	$646M	1,889,050	+123,100	ADD
44	VOYA INVESTMENT MANAGEMENT LLC	$639M	1,869,811	+1,370,401	ADD
45	Sumitomo Mitsui Trust Group, Inc.	$638M	1,866,513	−103,941	TRIM
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$633M	1,852,818	−205,983	TRIM
47	Allianz Asset Management GmbH	$628M	1,836,311	+506,011	ADD
48	WELLS FARGO & COMPANY/MN	$621M	1,816,119	+38,621	ADD
49	Robeco Institutional Asset Management B.V.	$601M	1,757,378	+283,286	ADD
50	Vanguard Global Advisers, LLC	$595M	1,739,870	—	NO PRIOR
51	Point72 Asset Management, L.P.	$587M	1,717,122	+1,240,022	ADD
52	Assenagon Asset Management S.A.	$586M	1,715,242	−202,180	TRIM
53	Capital World Investors	$585M	1,710,629	−1,061,768	TRIM
54	TIGER GLOBAL MANAGEMENT LLC	$566M	1,656,900	+761,700	ADD
55	BNP Paribas Asset Management Holding S.A.	$548M	1,603,668	+301,772	ADD
56	VICTORY CAPITAL MANAGEMENT INC	$542M	1,586,115	−1,512,970	TRIM
57	Rafferty Asset Management, LLC	$536M	1,568,561	−722,077	TRIM
58	CANTILLON CAPITAL MANAGEMENT LLC	$520M	1,521,843	−1,451,818	TRIM
59	FIRST MANHATTAN CO. LLC.	$515M	1,505,425	−380,034	TRIM
60	RAYMOND JAMES FINANCIAL INC	$476M	1,396,189	+127,456	ADD
61	Janus Henderson Group Ltd.	$475M	1,388,708	+558,489	ADD
62	VANGUARD ASSET MANAGEMENT, Ltd	$471M	1,377,968	—	NO PRIOR
63	CITADEL ADVISORS LLC	$441M	1,290,552	−1,184,671	TRIM
64	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$433M	1,266,323	+415,789	ADD
65	ProShare Advisors LLC	$426M	1,246,396	−304,770	TRIM
66	NOMURA ASSET MANAGEMENT CO LTD	$409M	1,197,178	+468,533	ADD
67	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$409M	1,181,838	+918,855	ADD
68	JANE STREET GROUP, LLC	$408M	1,192,278	+495,637	ADD
69	PRIMECAP MANAGEMENT CO/CA/	$401M	1,174,126	−59,700	TRIM
70	NATIONAL BANK OF CANADA /FI/	$399M	1,168,471	+183,789	ADD
71	Bank Julius Baer & Co. Ltd, Zurich	$398M	1,175,704	−42,125	TRIM
72	MENORA MIVTACHIM HOLDINGS LTD.	$395M	1,156,254	−235,500	TRIM
73	Ensign Peak Advisors, Inc	$383M	1,120,721	−120,806	TRIM
74	TD ASSET MANAGEMENT INC	$376M	1,099,739	−115,659	TRIM
75	D. E. Shaw & Co., Inc.	$345M	1,009,618	+648,207	ADD
76	ENVESTNET ASSET MANAGEMENT INC	$341M	997,693	−22,392	TRIM
77	PRINCIPAL FINANCIAL GROUP INC	$335M	979,609	+5,841	ADD
78	EdgePoint Investment Group Inc.	$334M	977,762	−1,313,752	TRIM
79	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$315M	921,964	−139,157	TRIM
80	BANK OF MONTREAL /CAN/	$315M	921,257	−107,996	TRIM
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$311M	915,541	−45,675	TRIM
82	Jericho Capital Asset Management L.P.	$309M	904,355	+904,355	NEW
83	NEW YORK STATE COMMON RETIREMENT FUND	$309M	904,092	−6,439	TRIM
84	MILLENNIUM MANAGEMENT LLC	$304M	888,907	−42,934	TRIM
85	CREDIT AGRICOLE S A	$302M	883,250	−166,078	TRIM
86	BANK OF NOVA SCOTIA	$301M	880,610	+711,224	ADD
87	Alecta Tjanstepension Omsesidigt	$299M	875,400	−773,600	TRIM
88	MAVERICK CAPITAL LTD	$297M	869,943	−261,333	TRIM
89	AGF MANAGEMENT LTD	$297M	869,164	+23,893	ADD
90	LPL Financial LLC	$295M	863,800	+22,404	ADD
91	Employees Provident Fund Board	$293M	857,351	+122,070	ADD
92	1832 Asset Management L.P.	$276M	807,088	+663,328	ADD
93	Qube Research & Technologies Ltd	$272M	796,497	+346,040	ADD
94	Mirae Asset Global Investments Co., Ltd.	$268M	785,337	−14,133	TRIM
95	BALYASNY ASSET MANAGEMENT L.P.	$268M	783,346	+137,831	ADD
96	PRUDENTIAL FINANCIAL INC	$261M	764,612	+254,755	ADD
97	Aberdeen Group plc	$254M	742,199	+30,194	ADD
98	Value Aligned Research Advisors, LLC	$250M	731,704	+193,473	ADD
99	STIFEL FINANCIAL CORP	$244M	714,857	−71,453	TRIM
100	AVIVA PLC	$244M	714,309	+18,569	ADD
101	ABRAMS BISON INVESTMENTS, LLC	$241M	704,000	−188,000	TRIM
102	Holocene Advisors, LP	$239M	700,675	+617,937	ADD
103	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$238M	696,765	−1,751	TRIM
104	ADAGE CAPITAL PARTNERS GP, L.L.C.	$228M	666,026	+24,300	ADD
105	Epoch Investment Partners, Inc.	$225M	659,689	−217,537	TRIM
106	Union Bancaire Privee, UBP SA	$225M	156,795	−77	TRIM
107	SEI INVESTMENTS CO	$224M	654,891	+164,436	ADD
108	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$222M	652,284	+56,292	ADD
109	MACKENZIE FINANCIAL CORP	$219M	642,013	+163,757	ADD
110	FIFTH THIRD BANCORP	$219M	641,828	+163,703	ADD
111	Creative Planning	$217M	634,638	+28,503	ADD
112	Korea Investment CORP	$212M	620,101	−63,644	TRIM
113	SCHRODER INVESTMENT MANAGEMENT GROUP	$209M	646,497	+42,954	ADD
114	US BANCORP \DE\	$195M	569,678	−23,719	TRIM
115	Woodline Partners LP	$194M	566,201	+364,917	ADD
116	Bridgewater Associates, LP	$191M	559,918	+82,341	ADD
117	NEOS Investment Management LLC	$188M	550,100	+104,993	ADD
118	LAZARD ASSET MANAGEMENT LLC	$186M	544,306	+212,004	ADD
119	Man Group plc	$184M	538,814	+197,072	ADD
120	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$184M	538,347	+538,347	NEW
121	STOREBRAND ASSET MANAGEMENT AS	$178M	521,662	—	NO PRIOR
122	Castle Hook Partners LP	$178M	520,581	+278,863	ADD
123	SEB Asset Management AB	$175M	512,119	—	NO PRIOR
124	Mariner, LLC	$172M	502,097	+193,274	ADD
125	PFA Pension, Forsikringsaktieselskab	$168M	491,505	+491,505	NEW
126	DANSKE BANK A/S	$168M	491,192	+41,974	ADD
127	Mitsubishi UFJ Trust & Banking Corp	$165M	483,369	+38,594	ADD
128	XN LP	$165M	483,240	+146,340	ADD
129	AQR CAPITAL MANAGEMENT LLC	$164M	490,617	−21,116	TRIM
130	Focus Partners Wealth	$164M	478,855	−86,550	TRIM
131	ROYAL LONDON ASSET MANAGEMENT LTD	$164M	478,933	−60,933	TRIM
132	Quantinno Capital Management LP	$161M	471,966	+78,133	ADD
133	Retirement Systems of Alabama	$160M	466,913	−920	TRIM
134	HighTower Advisors, LLC	$159M	465,197	+5,036	ADD
135	PUBLIC SECTOR PENSION INVESTMENT BOARD	$158M	462,134	+24,279	ADD
136	Anther Capital Ltd	$157M	458,157	—	NO PRIOR
137	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$156M	456,984	−492,496	TRIM
138	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$155M	454,670	−39,334	TRIM
139	NISSAY ASSET MANAGEMENT CORP /JAPAN	$154M	450,358	−36,664	TRIM
140	APG Asset Management N.V.	$153M	514,499	+66,157	ADD
141	TWO SIGMA INVESTMENTS, LP	$152M	443,650	+412,659	ADD
142	ABN AMRO INVESTMENT SOLUTIONS	$150M	438,392	+109,506	ADD
143	Rockefeller Capital Management L.P.	$149M	436,403	−31,605	TRIM
144	STATE OF WISCONSIN INVESTMENT BOARD	$147M	430,459	+12,452	ADD
145	UniSuper Management Pty Ltd	$146M	426,692	−31,703	TRIM
146	Fisher Asset Management, LLC	$144M	422,055	−33,022	TRIM
147	GUGGENHEIM CAPITAL LLC	$142M	415,518	−69,509	TRIM
148	Chevy Chase Trust Holdings, LLC	$141M	412,572	−27,085	TRIM
149	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$139M	407,777	−777,152	TRIM
150	Migdal Insurance & Financial Holdings Ltd.	$138M	405,000	+405,000	NEW
151	Zurcher Kantonalbank (Zurich Cantonalbank)	$137M	399,774	+399,774	NEW
152	FLOSSBACH VON STORCH SE	$135M	396,117	−345,403	TRIM
153	Vanguard Investments Australia, Ltd.	$135M	395,608	—	NO PRIOR
154	Vontobel Holding Ltd.	$134M	393,346	−76,943	TRIM
155	GLENMEDE TRUST CO NA	$134M	390,749	−75,130	TRIM
156	CIBC Asset Management Inc	$132M	387,754	+48,149	ADD
157	CAPITAL ADVISORS INC/OK	$129M	375,999	−61,235	TRIM
158	ASSETMARK, INC	$127M	370,481	−6,032	TRIM
159	TORONTO DOMINION BANK	$127M	370,135	−48,442	TRIM
160	KLP KAPITALFORVALTNING AS	$124M	364,141	+10,800	ADD
161	WELLINGTON MANAGEMENT GROUP LLP	$122M	357,270	−73,701	TRIM
162	Marex Group Ltd	$120M	350,020	+196,470	ADD
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$118M	346,331	−9,689	TRIM
164	NATIXIS	$118M	344,523	−72,757	TRIM
165	Asset Management One Co., Ltd.	$116M	339,841	−2,522	TRIM
166	MANNING & NAPIER ADVISORS LLC	$116M	339,637	−30,326	TRIM
167	Cornerstone Investment Partners, LLC	$115M	336,604	−65,285	TRIM
168	TOCQUEVILLE ASSET MANAGEMENT L.P.	$115M	336,097	−9,915	TRIM
169	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$114M	332,858	+123,800	ADD
170	Squarepoint Ops LLC	$112M	328,906	+30,917	ADD
171	Corient Private Wealth LLC	$109M	320,668	−1,149,976	TRIM
172	Systematic Alpha Investments, LLC	$109M	317,598	0	NO CHANGE
173	Life Cycle Investment Partners Ltd	$107M	312,863	+73,794	ADD
174	Tidal Investments LLC	$106M	311,199	+18,061	ADD
175	TEACHER RETIREMENT SYSTEM OF TEXAS	$105M	307,304	+104,280	ADD
176	Calamos Advisors LLC	$105M	307,090	+90,344	ADD
177	TRUIST FINANCIAL CORP	$101M	294,529	−2,614	TRIM
178	Vest Financial, LLC	$101M	294,220	−13,775	TRIM
179	Swiss Life Asset Management Ltd	$100M	294,010	+56,073	ADD
180	OFI INVEST ASSET MANAGEMENT	$100M	337,329	−227,949	TRIM
181	M&T BANK CORP	$100M	293,241	−2,268	TRIM
182	MUFG Securities EMEA plc	$100M	292,987	+75,328	ADD
183	JENNISON ASSOCIATES LLC	$99.9M	292,287	+190,056	ADD
184	Palestra Capital Management LLC	$97.9M	286,566	+286,566	NEW
185	Cetera Investment Advisers	$97.0M	283,850	−8,108	TRIM
186	EARNEST PARTNERS LLC	$95.6M	279,571	−17,954	TRIM
187	Analog Century Management LP	$95.4M	278,994	−125,448	TRIM
188	MERCER GLOBAL ADVISORS INC /ADV	$95.1M	278,364	+10,385	ADD
189	Walleye Capital LLC	$94.2M	275,586	−74,994	TRIM
190	State of New Jersey Common Pension Fund D	$93.2M	272,739	+554	ADD
191	GRANDFIELD & DODD, LLC	$91.7M	268,345	−1,562	TRIM
192	ING GROEP NV	$91.6M	267,937	+187,207	ADD
193	COMMONWEALTH EQUITY SERVICES, LLC	$91.5M	267,841	−32,711	TRIM
194	Lansforsakringar Fondforvaltning AB (publ)	$90.5M	264,856	+7,061	ADD
195	Dundas Partners LLP	$89.9M	262,946	−11,186	TRIM
196	TUDOR INVESTMENT CORP ET AL	$89.7M	262,413	+198,413	ADD
197	CIBC Bancorp USA Inc.	$89.5M	261,889	—	NO PRIOR
198	Clark Capital Management Group, Inc.	$89.3M	261,132	+230,406	ADD
199	Resona Asset Management Co.,Ltd.	$89.0M	263,148	+650	ADD
200	Eurizon Capital SGR S.p.A.	$88.7M	260,696	−86,330	TRIM
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$87.2M	255,055	−1,200	TRIM
202	CIBC WORLD MARKET INC.	$87.1M	254,940	+139,022	ADD
203	NISA INVESTMENT ADVISORS, LLC	$86.2M	252,115	−8,589	TRIM
204	DnB Asset Management AS	$85.4M	249,765	−31,027	TRIM
205	Blackstone Inc.	$85.0M	248,751	+248,751	NEW
206	Artisan Partners Limited Partnership	$82.4M	241,110	+165,125	ADD
207	COUNTRY TRUST BANK	$82.0M	239,944	−34,771	TRIM
208	OSAIC HOLDINGS, INC.	$81.3M	237,830	−13,905	TRIM
209	ASR Vermogensbeheer N.V.	$81.1M	237,204	−9,622	TRIM
210	Cerity Partners LLC	$80.9M	236,660	+28,459	ADD
211	EFG International AG	$80.1M	234,330	+143,405	ADD
212	ARGENT CAPITAL MANAGEMENT LLC	$80.0M	234,016	−239,211	TRIM
213	PANAGORA ASSET MANAGEMENT INC	$79.3M	231,911	+11,880	ADD
214	Tredje AP-fonden	$79.2M	231,828	+231,828	NEW
215	Bristol Gate Capital Partners Inc.	$77.2M	225,829	−98,141	TRIM
216	Daiwa Securities Group Inc.	$74.5M	217,905	+16,563	ADD
217	Arizona State Retirement System	$74.3M	217,253	−9,185	TRIM
218	Czech National Bank	$73.9M	216,166	+6,103	ADD
219	BCV Asset Management Inc.	$73.5M	215,189	−80,503	TRIM
220	ATALANTA SOSNOFF CAPITAL, LLC	$73.2M	214,148	+214,148	NEW
221	Schonfeld Strategic Advisors LLC	$70.9M	207,380	−206,002	TRIM
222	AE Wealth Management LLC	$69.6M	203,750	−34,253	TRIM
223	Styrax Capital, LP	$68.4M	200,000	+200,000	NEW
224	GLENVIEW CAPITAL MANAGEMENT, LLC	$67.4M	197,209	+67,553	ADD
225	Lido Advisors, LLC	$67.0M	196,070	−56,144	TRIM
226	QRG CAPITAL MANAGEMENT, INC.	$66.8M	195,392	+19,356	ADD
227	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$66.1M	193,993	+92,401	ADD
228	MML INVESTORS SERVICES, LLC	$64.4M	188,302	−48,062	TRIM
229	Cardinal Capital Management, Inc.	$64.1M	187,682	−15,163	TRIM
230	OSSIAM	$64.0M	187,209	+46,439	ADD
231	J. Safra Sarasin Holding AG	$63.7M	186,490	−13,106	TRIM
232	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$63.2M	184,892	−411	TRIM
233	Artemis Investment Management LLP	$61.9M	181,170	+14,646	ADD
234	ZACKS INVESTMENT MANAGEMENT	$59.8M	175,019	+40,017	ADD
235	Phoenix Financial Ltd.	$58.7M	171,690	−12,183	TRIM
236	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$58.5M	171,304	+41,005	ADD
237	Henshaw Capital LLC	$58.5M	171,300	—	NO PRIOR
238	XPONANCE LLC	$58.5M	171,238	+26,069	ADD
239	WEDGE CAPITAL MANAGEMENT L L P/NC	$58.0M	169,790	+168,229	ADD
240	Junto Capital Management LP	$57.9M	169,485	−165,023	TRIM
241	&PARTNERS	$57.9M	169,257	+13,214	ADD
242	NorthCrest Asset Manangement, LLC	$57.4M	164,724	−55,379	TRIM
243	AVITY INVESTMENT MANAGEMENT INC.	$57.3M	167,709	−23,495	TRIM
244	IFM Investors Pty Ltd	$56.8M	166,069	+5,409	ADD
245	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$56.6M	165,726	−166,196	TRIM
246	Carnegie Investment Counsel	$56.6M	165,653	−28,792	TRIM
247	Gotham Asset Management, LLC	$54.9M	160,634	+8,653	ADD
248	Findlay Park Partners LLP	$53.6M	156,800	−18,000	TRIM
249	Varma Mutual Pension Insurance Co	$53.5M	156,582	+9,000	ADD
250	Defiance ETFs, LLC	$53.2M	155,549	+10,394	ADD
251	Groupe la Francaise	$52.8M	154,898	+119,687	ADD
252	NewEdge Advisors, LLC	$51.8M	151,686	+151,686	NEW
253	SEVEN GRAND MANAGERS, LLC	$51.3M	150,000	+150,000	NEW
254	Edgemoor Investment Advisors, Inc.	$51.1M	149,533	−243	TRIM
255	Bragg Financial Advisors, Inc	$50.9M	148,966	−5,949	TRIM
256	Broad Run Investment Management, LLC	$50.7M	148,320	−8,783	TRIM
257	CAMBIAR INVESTORS LLC	$50.6M	148,058	−30,179	TRIM
258	Vanguard Personalized Indexing Management, LLC	$49.1M	143,576	+1,056	ADD
259	Aware Super Pty Ltd as trustee of Aware Super	$48.7M	142,453	—	NO PRIOR
260	OSTERWEIS CAPITAL MANAGEMENT INC	$48.6M	142,132	−10,745	TRIM
261	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$48.3M	141,348	−159,980	TRIM
262	Contour Asset Management LLC	$48.3M	141,341	+141,341	NEW
263	Talbot Financial, LLC	$48.3M	141,172	−15,406	TRIM
264	USS Investment Management Ltd	$48.1M	140,884	−12,203	TRIM
265	Pathstone Holdings, LLC	$47.8M	139,949	+2,149	ADD
266	NS Partners Ltd	$46.7M	136,580	+136,580	NEW
267	Rokos Capital Management LLP	$46.2M	135,093	−219,661	TRIM
268	Baird Financial Group, Inc.	$45.9M	134,176	+134,176	NEW
269	Munich Reinsurance Co Stock Corp in Munich	$45.8M	133,857	+124,695	ADD
270	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$45.4M	295,014	+95,510	ADD
271	FIL Ltd	$45.2M	132,177	−18,013	TRIM
272	JUPITER ASSET MANAGEMENT LTD	$44.9M	131,287	+128,064	ADD
273	Wealthfront Advisers LLC	$44.6M	130,582	+18,110	ADD
274	DJE Kapital AG	$44.4M	133,974	+71,529	ADD
275	Applied Finance Capital Management, LLC	$44.1M	129,143	−35,067	TRIM
276	Utah Retirement Systems	$44.1M	128,978	−3,542	TRIM
277	B. Metzler seel. Sohn & Co. AG	$43.9M	128,449	−22,735	TRIM
278	Jefferies Financial Group Inc.	$43.6M	127,606	+111,802	ADD
279	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$43.4M	127,022	+8,811	ADD
280	Empowered Funds, LLC	$43.0M	125,765	+125,765	NEW
281	Guinness Asset Management LTD	$42.9M	125,446	−88,934	TRIM
282	Steward Partners Investment Advisory, LLC	$42.1M	123,139	−7,924	TRIM
283	Mediolanum International Funds Ltd	$41.7M	129,004	+74,182	ADD
284	HANCOCK WHITNEY CORP	$41.5M	105,305	+105,305	NEW
285	Baker Avenue Asset Management, LP	$41.0M	119,955	−4,429	TRIM
286	LOUNTZIS ASSET MANAGEMENT, LLC	$40.7M	119,013	−448	TRIM
287	Harbor Island Capital LLC	$40.4M	118,062	−11,465	TRIM
288	NewEdge Wealth, LLC	$39.7M	116,244	−5,918	TRIM
289	Larson Financial Group LLC	$39.6M	115,726	−6,543	TRIM
290	NOMURA HOLDINGS INC	$39.4M	115,231	−61,016	TRIM
291	Sumitomo Mitsui DS Asset Management Company, Ltd	$39.0M	114,199	+6,214	ADD
292	GUYASUTA INVESTMENT ADVISORS INC	$38.8M	113,665	−1,737	TRIM
293	KEYBANK NATIONAL ASSOCIATION/OH	$38.7M	113,164	−826	TRIM
294	Kestra Advisory Services, LLC	$38.7M	113,148	+4,369	ADD
295	HUNTINGTON NATIONAL BANK	$38.6M	112,842	+112,842	NEW
296	RENAISSANCE GROUP LLC	$37.5M	109,617	−42,967	TRIM
297	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$37.4M	109,284	−32,079	TRIM
298	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$37.1M	108,603	−264,841	TRIM
299	McGuire Investment Group, LLC	$37.1M	108,438	−9,559	TRIM
300	CORDA Investment Management, LLC.	$37.1M	108,421	−2,203	TRIM
301	MANAGED ASSET PORTFOLIOS, LLC	$37.0M	108,322	−3,682	TRIM
302	Ethic Inc.	$37.0M	108,317	−4,550	TRIM
303	TD Waterhouse Canada Inc.	$36.3M	102,799	+78,935	ADD
304	CI INVESTMENTS INC.	$36.1M	105,521	−3,634	TRIM
305	IEQ CAPITAL, LLC	$36.0M	105,215	−10,254	TRIM
306	National Mutual Insurance Federation of Agricultural Cooperatives	$35.9M	105,000	0	NO CHANGE
307	Curi Capital, LLC	$35.8M	104,809	+43,794	ADD
308	BROWN ADVISORY INC	$35.4M	103,484	−18,916	TRIM
309	OP Asset Management Ltd	$34.9M	102,221	—	NO PRIOR
310	Alta Park Capital, LP	$34.7M	101,510	−21,816	TRIM
311	BEACON INVESTMENT ADVISORY SERVICES, INC.	$34.5M	100,888	−13,162	TRIM
312	SteelPeak Wealth, LLC	$34.3M	100,242	+38,831	ADD
313	Vinva Investment Management Ltd	$34.2M	105,946	+12,525	ADD
314	Maytus Capital Management, LLC	$34.1M	99,875	+28,875	ADD
315	SHELTON CAPITAL MANAGEMENT	$33.9M	99,064	−5,155	TRIM
316	Maple Capital Management, Inc.	$33.8M	98,929	+289	ADD
317	Stanley Capital Management, LLC	$33.8M	98,800	−9,000	TRIM
318	MOORE CAPITAL MANAGEMENT, LP	$33.8M	98,793	+48,793	ADD
319	Midwest Trust Co	$33.6M	98,343	−14,558	TRIM
320	Illinois Municipal Retirement Fund	$33.6M	98,322	−4,188	TRIM
321	Aristotle Atlantic Partners, LLC	$33.1M	96,976	+47,051	ADD
322	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$32.9M	96,348	−579,897	TRIM
323	PROFUND ADVISORS LLC	$32.7M	95,792	−22,124	TRIM
324	Ardmore Road Asset Management LP	$32.5M	95,000	+95,000	NEW
325	PINNACLE ASSOCIATES LTD	$32.4M	94,850	−2,604	TRIM
326	FEDERATED HERMES, INC.	$32.3M	94,429	+45,077	ADD
327	Andra AP-fonden	$32.1M	93,889	−217,611	TRIM
328	MACQUARIE GROUP LTD	$31.9M	93,233	−173,222	TRIM
329	Cresset Asset Management, LLC	$31.6M	92,497	−2,104	TRIM
330	Zurich Insurance Group Ltd/FI	$31.3M	91,545	+71,159	ADD
331	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$31.1M	90,906	−274	TRIM
332	Elo Mutual Pension Insurance Co	$30.9M	90,516	+883	ADD
333	Carmel Capital Management L.L.C.	$30.4M	88,848	−2,550	TRIM
334	ABN AMRO Bank N.V.	$30.3M	88,120	+3,381	ADD
335	Fiera Capital Corp	$30.2M	88,347	−15,494	TRIM
336	CALIFORNIA FIRST LEASING CORP	$30.2M	88,236	−4,600	TRIM
337	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$30.0M	87,906	−750	TRIM
338	Brookstone Capital Management	$29.8M	87,051	+631	ADD
339	ExodusPoint Capital Management, LP	$29.7M	87,021	+13,270	ADD
340	Envestnet Portfolio Solutions, Inc.	$29.7M	86,988	−4,221	TRIM
341	Engineers Gate Manager LP	$29.7M	86,809	+67,141	ADD
342	Tairen Capital Ltd	$29.7M	86,800	+86,800	NEW
343	Benchstone Capital Management LP	$29.6M	86,528	+36,552	ADD
344	First Nebraska Trust Co	$29.5M	86,274	—	NO PRIOR
345	YOUSIF CAPITAL MANAGEMENT, LLC	$29.5M	86,193	−4,128	TRIM
346	Optiver Holding B.V.	$29.4M	85,878	+44,896	ADD
347	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$29.0M	84,737	+7,549	ADD
348	CCM INVESTMENT ADVISERS LLC	$28.9M	84,532	−7,806	TRIM
349	MAI Capital Management	$28.8M	84,382	+11,265	ADD
350	Nishkama Capital, LLC	$28.7M	83,939	+83,939	NEW
351	LGT Group Foundation	$28.7M	83,839	+45,354	ADD
352	CWM, LLC	$28.6M	83,815	−1,301	TRIM
353	FIRST CITIZENS BANK & TRUST CO	$28.6M	83,665	+2,081	ADD
354	Candriam S.C.A.	$28.5M	83,487	+9,548	ADD
355	FULLER & THALER ASSET MANAGEMENT, INC.	$28.3M	82,906	−85,770	TRIM
356	Kinetic Partners Management, LP	$28.3M	82,900	+82,900	NEW
357	Badgley Phelps Wealth Managers, LLC	$28.3M	82,748	−379	TRIM
358	Vivaldi Capital Management LP	$28.3M	82,664	−5,956	TRIM
359	Investment Management Corp of Ontario	$27.9M	81,649	+12,139	ADD
360	Fisher Funds Management LTD	$27.7M	81,063	0	NO CHANGE
361	EASTERN BANK	$27.7M	81,054	−27,315	TRIM
362	MILFORD FUNDS LTD	$27.2M	79,545	+79,545	NEW
363	Global X Japan Co., Ltd.	$27.2M	79,507	+5,238	ADD
364	BLAIR WILLIAM & CO/IL	$27.1M	79,196	−214	TRIM
365	Danica Pension, Livsforsikringsaktieselskab	$27.0M	78,906	+576	ADD
366	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$26.9M	78,800	+8,800	ADD
367	LMR Partners LLP	$26.8M	78,550	+43,547	ADD
368	Avanza Fonder AB	$26.8M	78,455	+4,809	ADD
369	World Investment Advisors	$26.8M	78,389	−3,907	TRIM
370	Norinchukin Bank, The	$26.6M	77,818	+2,604	ADD
371	Harvest Portfolios Group Inc.	$26.3M	76,953	−44,219	TRIM
372	FRG Family Wealth Advisors LLC	$26.1M	76,453	−3,215	TRIM
373	Livforsakringsbolaget Skandia, Omsesidigt	$26.0M	76,207	+6,300	ADD
374	LMCG INVESTMENTS, LLC	$25.2M	73,764	−20,876	TRIM
375	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$24.7M	72,273	+473	ADD
376	OMERS ADMINISTRATION Corp	$24.6M	71,997	+5,005	ADD
377	Prospera Financial Services Inc	$24.6M	71,953	+18,764	ADD
378	TRILLIUM ASSET MANAGEMENT, LLC	$24.5M	114,801	+43,477	ADD
379	Covea Finance	$24.5M	71,700	+71,700	NEW
380	Generali Asset Management SPA SGR	$24.5M	71,563	−3,740	TRIM
381	Calamos Wealth Management LLC	$23.8M	69,519	−22,675	TRIM
382	Capital Investment Counsel, Inc	$23.7M	69,295	−405	TRIM
383	JAG CAPITAL MANAGEMENT, LLC	$23.7M	69,261	+46,928	ADD
384	Allspring Global Investments Holdings, LLC	$23.5M	66,508	+1,926	ADD
385	Ceredex Value Advisors LLC	$23.5M	68,771	+68,771	NEW
386	Vident Advisory, LLC	$23.2M	67,963	+3,415	ADD
387	Callahan Advisors, LLC	$22.9M	67,115	−6,840	TRIM
388	PRUDENTIAL PLC	$22.8M	66,794	+31,264	ADD
389	MGO ONE SEVEN LLC	$22.4M	65,442	+1,905	ADD
390	ANCHOR CAPITAL ADVISORS LLC	$22.3M	65,316	−8,786	TRIM
391	Zweig-DiMenna Associates LLC	$22.3M	65,300	+65,300	NEW
392	Senator Investment Group LP	$22.2M	65,000	+65,000	NEW
393	Aptus Capital Advisors, LLC	$21.8M	63,899	+27,367	ADD
394	ODDO BHF ASSET MANAGEMENT SAS	$21.8M	63,705	−3,582	TRIM
395	GRIMES & Co WEALTH MANAGEMENT, LLC	$21.6M	63,193	+2,161	ADD
396	COMMERCE BANK	$21.6M	63,096	+20,732	ADD
397	CenterBook Partners LP	$21.5M	62,913	+26,332	ADD
398	SummitTX Capital, L.P.	$21.2M	62,062	−48,016	TRIM
399	OPPENHEIMER & CO INC	$21.2M	61,907	+61,907	NEW
400	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$21.0M	61,566	+11	ADD
401	Orion Porfolio Solutions, LLC	$20.9M	61,177	−2,061	TRIM
402	HOLDERNESS INVESTMENTS CO	$20.9M	61,005	+28	ADD
403	ProVise Management Group, LLC	$20.4M	59,575	−1,606	TRIM
404	D.A. DAVIDSON & CO.	$20.2M	59,241	−5,085	TRIM
405	Summit Street Capital Management, LLC	$20.2M	59,204	−16,832	TRIM
406	Laird Norton Wetherby Trust Company, LLC	$20.1M	58,954	+297	ADD
407	EP Wealth Advisors, LLC	$20.1M	58,736	+642	ADD
408	MATRIX ASSET ADVISORS INC/NY	$20.0M	58,533	−13,265	TRIM
409	Allworth Financial LP	$19.9M	58,325	+29,241	ADD
410	Freestone Capital Holdings, LLC	$19.8M	58,002	+893	ADD
411	LOWE BROCKENBROUGH & CO INC	$19.8M	57,822	−1,725	TRIM
412	Four Tree Island Advisory LLC	$19.7M	57,758	+1,957	ADD
413	Jain Global LLC	$19.3M	56,483	+56,483	NEW
414	BLI - Banque de Luxembourg Investments	$19.2M	86,742	+86,742	NEW
415	Sienna Gestion	$19.2M	58,855	−51,542	TRIM
416	Osmosis Investment Management UK Ltd	$18.8M	55,073	+26,121	ADD
417	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$18.8M	54,865	−31,774	TRIM
418	Banco Santander, S.A.	$18.7M	54,676	−16,279	TRIM
419	Summit Financial, LLC	$18.6M	54,302	+39,208	ADD
420	Verition Fund Management LLC	$18.3M	53,611	+1,259	ADD
421	Capital Investment Advisors, LLC	$18.3M	53,502	+1,841	ADD
422	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$18.2M	53,348	−22,221	TRIM
423	BANQUE PICTET & CIE SA	$18.2M	53,413	−5,815	TRIM
424	E Fund Management Co., Ltd.	$18.1M	52,892	—	NO PRIOR
425	Hennion & Walsh Asset Management, Inc.	$18.0M	52,730	−6,091	TRIM
426	LBP AM SA	$17.9M	52,509	+27,847	ADD
427	CULLINAN ASSOCIATES INC	$17.6M	51,461	−7,527	TRIM
428	Sequoia Financial Advisors, LLC	$17.5M	51,107	+3,995	ADD
429	Moran Wealth Management, LLC	$17.4M	50,971	−12,750	TRIM
430	Federation des caisses Desjardins du Quebec	$17.3M	50,589	+9,446	ADD
431	SFMG, LLC	$17.3M	50,477	−644	TRIM
432	J.W. COLE ADVISORS, INC.	$17.0M	49,639	−175	TRIM
433	Crossmark Global Holdings, Inc.	$16.8M	49,068	—	NO PRIOR
434	Ascent Wealth Partners, LLC	$16.8M	49,033	+1,302	ADD
435	Connor, Clark & Lunn Investment Management Ltd.	$16.7M	48,978	+48,978	NEW
436	HUB Investment Partners, LLC	$16.7M	48,850	−937	TRIM
437	Longaeva Partners L.P.	$16.6M	48,642	+48,642	NEW
438	Private Advisor Group, LLC	$16.6M	48,452	+8,557	ADD
439	BRADLEY FOSTER & SARGENT INC/CT	$16.5M	48,421	−14,813	TRIM
440	OPPENHEIMER ASSET MANAGEMENT INC.	$16.5M	48,216	+48,216	NEW
441	Pinnacle Financial Partners, Inc.	$16.5M	48,155	+1,186	ADD
442	MIZUHO SECURITIES USA LLC	$16.4M	47,984	−10,022	TRIM
443	MISSION WEALTH MANAGEMENT, LP	$16.3M	47,761	−4,155	TRIM
444	MONTAG A & ASSOCIATES INC	$16.3M	47,672	+4,821	ADD
445	Lombard Odier Asset Management (Switzerland) SA	$16.2M	47,470	+390	ADD
446	Waverly Advisors, LLC	$16.2M	47,456	−8,535	TRIM
447	SORA INVESTORS LLC	$15.9M	46,429	−158,143	TRIM
448	Boston Common Asset Management, LLC	$15.8M	46,362	+13,150	ADD
449	Turtle Creek Wealth Advisors, LLC	$15.8M	46,343	+2,545	ADD
450	Taylor Hoffman Capital Management LLC	$15.8M	46,315	−2,049	TRIM
451	ISTHMUS PARTNERS, LLC	$15.6M	45,575	−26,379	TRIM
452	Glenview Trust Co	$15.6M	45,531	+12,596	ADD
453	Banque Cantonale Vaudoise	$15.5M	45,348	−787	TRIM
454	Night Squared LP	$15.4M	45,100	+13,550	ADD
455	William Allan Corp	$15.3M	44,743	−2,894	TRIM
456	FLPUTNAM INVESTMENT MANAGEMENT CO	$15.3M	44,674	−16,286	TRIM
457	Verdence Capital Advisors LLC	$15.2M	44,582	−4,186	TRIM
458	EXCHANGE TRADED CONCEPTS, LLC	$15.2M	44,433	+25,769	ADD
459	SIH Partners, LLLP	$15.1M	44,219	+44,219	NEW
460	Hodges Capital Management Inc.	$14.9M	43,687	+42,112	ADD
461	WCG Wealth Advisors LLC	$14.9M	43,669	+977	ADD
462	KCM INVESTMENT ADVISORS LLC	$14.9M	43,545	−1,005	TRIM
463	Bleakley Financial Group, LLC	$14.7M	43,108	−1,872	TRIM
464	OCCUDO QUANTITATIVE STRATEGIES LP	$14.7M	37,289	−18,231	TRIM
465	Capital International, Inc./CA/	$14.7M	42,887	+4,104	ADD
466	GENERAL AMERICAN INVESTORS CO INC	$14.2M	41,652	0	NO CHANGE
467	UNIVEST FINANCIAL Corp	$14.0M	40,954	−14,231	TRIM
468	PRINCIPAL SECURITIES, INC.	$14.0M	40,925	+179	ADD
469	BENJAMIN EDWARDS INC	$13.9M	40,543	−3,325	TRIM
470	Atria Investments, Inc	$13.8M	40,483	−8,186	TRIM
471	MEEDER ASSET MANAGEMENT INC	$13.8M	40,435	+4,167	ADD
472	NLB Skladi, upravljanje premozenja, d.o.o.	$13.8M	40,249	+17	ADD
473	Telemark Asset Management, LLC	$13.7M	40,000	0	NO CHANGE
474	Maryland State Retirement & Pension System	$13.7M	39,990	0	NO CHANGE
475	Tower Research Capital LLC (TRC)	$13.7M	39,984	−19,578	TRIM
476	Cinctive Capital Management LP	$13.5M	39,469	+30,317	ADD
477	Sava Infond d.o.o.	$13.5M	39,465	−16,070	TRIM
478	Ironvine Capital Partners, LLC	$13.5M	39,430	−6,989	TRIM
479	Modera Wealth Management, LLC	$13.4M	39,328	−2,244	TRIM
480	Clearstead Advisors, LLC	$13.4M	39,274	−5,323	TRIM
481	Merit Financial Group, LLC	$13.4M	39,256	+3,516	ADD
482	BURNEY CO/	$13.3M	39,024	−8,635	TRIM
483	BEACON INVESTMENT ADVISORS LLC	$13.3M	38,981	−272	TRIM
484	Blume Capital Management, Inc.	$13.3M	38,862	−4,372	TRIM
485	Spire Wealth Management	$13.2M	38,479	+25,674	ADD
486	Glassy Mountain Advisors, Inc.	$13.1M	38,393	−222	TRIM
487	INTECH INVESTMENT MANAGEMENT LLC	$13.1M	38,200	+21,846	ADD
488	Compass Wealth Management LLC	$13.0M	38,152	−3,019	TRIM
489	FORA Capital, LLC	$13.0M	38,105	+25,136	ADD
490	PATTON ALBERTSON MILLER GROUP, LLC	$13.0M	38,052	−112	TRIM
491	GREAT LAKES ADVISORS, LLC	$13.0M	37,959	−6,346	TRIM
492	STEADFAST CAPITAL MANAGEMENT LP	$13.0M	37,900	+37,900	NEW
493	GHP Investment Advisors, Inc.	$12.9M	37,772	+2,017	ADD
494	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$12.6M	37,000	−1,210	TRIM
495	SCOTIA CAPITAL INC.	$12.6M	36,930	+20,743	ADD
496	Generate Investment Management Ltd	$12.6M	36,882	+36,882	NEW
497	HB Wealth Management, LLC	$12.6M	36,844	+2,821	ADD
498	AIA Group Ltd	$12.6M	36,720	+36,720	NEW
499	Diversified Trust Co	$12.5M	36,592	+6,174	ADD
500	Polar Capital Holdings Plc	$12.5M	36,568	−15,432	TRIM

Truncated by Public Filings. Top 500 of 2,438 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AMAT

Congress · last 90 days

Buyers: 3 Jared Moskowitz D–FL-23, John J. McGuire III R–VA-5, Josh Gottheimer D–NJ-5 $3K–$45K
Sellers: 2 Josh Gottheimer D–NJ-5, Tommy Tuberville R–AL $2K–$30K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 7 Tiger Global Management, Bridgewater Associates, Tudor Investment Corp, Glenview Capital, Gotham Asset Management, Moore Capital Management, Markel Group $1.0B held
Trimming: 2 Coatue Management, Caxton Associates $1.8B held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · APPLIED MATERIALS INC

Merged timeline of congressional filings and notable-manager moves on AMAT
Date	Who	Change	Size
2026-10-07	Josh Gottheimer Congress	SELL	$1K–$15K
2026-09-14	Josh Gottheimer Congress	BUY	$1K–$15K
2026-08-27	Jared Moskowitz Congress	BUY	$1K–$15K
2026-08-10	John J. McGuire III Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Tiger Global Management 13F	ADD	+761,700 sh
2026-05-15	Bridgewater Associates 13F	ADD	+82,341 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+198,413 sh
2026-05-15	Glenview Capital 13F	ADD	+67,553 sh
2026-05-15	Gotham Asset Management 13F	ADD	+8,653 sh
2026-05-15	Moore Capital Management 13F	ADD	+48,793 sh
2026-05-15	Coatue Management 13F	TRIM	−736,130 sh
2026-05-14	Caxton Associates 13F	TRIM	−129,106 sh
2026-05-01	Markel Group 13F	ADD	+2,250 sh

14 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.